WBH Advisory’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,233
| Closed | -$581K | – | 303 |
|
|
2022
Q2 | $581K | Sell |
12,233
-2,251
| -16% | -$107K | 0.08% | 189 |
|
|
2022
Q1 | $677K | Sell |
14,484
-4,386
| -23% | -$205K | 0.08% | 185 |
|
|
2021
Q4 | $928K | Buy |
+18,870
| New | +$928K | 0.11% | 159 |
|
|
2020
Q2 | – | Sell |
-5,520
| Closed | -$269 | – | 234 |
|
|
2020
Q1 | $269 | Hold |
5,520
| – | – | 0.06% | 189 |
|
|
2019
Q4 | $271K | Buy |
+5,520
| New | +$271K | 0.06% | 212 |
|